FFN
NULV icon

Focus Financial Network’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Focus Financial Network’s Portfolio NULV Stock Details NULV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$740K Sell
14,800
-557
-4% -$27.5K 0.02% 402
2026
Q1 		$699K Sell
15,357
-1,139
-7% -$53.2K 0.03% 388
2025
Q4 		$743K Sell
16,496
-109
-0.7% -$4.87K 0.03% 371
2025
Q3 		$728K Sell
16,605
-4,987
-23% -$213K 0.03% 371
2025
Q2 		$905K Sell
21,592
-6,594
-23% -$262K 0.04% 313
2025
Q1 		$1.14M Buy
28,186
+1,395
+5% +$56.6K 0.05% 270
2024
Q4 		$1.05M Buy
26,791
+2,700
+11% +$112K 0.04% 271
2024
Q3 		$1.01M Sell
24,091
-139
-0.6% -$5.5K 0.04% 275
2024
Q2 		$961K Sell
24,230
-85
-0.3% -$3.21K 0.04% 276
2024
Q1 		$891K Sell
24,315
-292
-1% -$10.7K 0.04% 271
2023
Q4 		$884K Sell
24,607
-807
-3% -$27.6K 0.03% 342
2023
Q3 		$854K Buy
25,414
+97
+0.4% +$3.39K 0.05% 264
2023
Q2 		$877K Buy
25,317
+217
+0.9% +$7.34K 0.05% 260
2023
Q1 		$855K Sell
25,100
-4,113
-14% -$142K 0.05% 256
2022
Q4 		$1M Sell
29,213
-1,543
-5% -$52.7K 0.08% 185
2022
Q3 		$949K Buy
30,756
+3,311
+12% +$113K 0.08% 184
2022
Q2 		$916K Buy
27,445
+6,093
+29% +$219K 0.08% 200
2022
Q1 		$812K Buy
+21,352
New +$802K 0.06% 227
2021
Q1 		– Sell
-21,191
Closed -$698K – 479
2020
Q4 		$698K Sell
21,191
-448
-2% -$14K 0.06% 227
2020
Q3 		$629K Buy
21,639
+2,911
+16% +$84.8K 0.06% 237
2020
Q2 		$523K Buy
18,728
+166
+0.9% +$4.47K 0.06% 238
2020
Q1 		$453K Buy
+18,562
New +$557K 0.06% 230

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Focus Financial Network's NULV Position: Q2 2026 in Review

Focus Financial Network reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 3.6% in Q2 2026, selling an estimated $27.5K and leaving 14,800 shares worth $740K. The position accounts for 0.02% of the portfolio, ranked #402.

Focus Financial Network first reported a position in NULV in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.14M in Q1 2025. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Focus Financial Network held 14,800 shares of Nuveen ESG Large-Cap Value ETF worth $740K as of Q2 2026.
  • Focus Financial Network sold 557 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $27.5K.
  • Nuveen ESG Large-Cap Value ETF made up 0.02% of Focus Financial Network's portfolio in Q2 2026, its #402 holding.
  • Focus Financial Network first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2020 and has held it in 22 quarters since.
  • Focus Financial Network's Nuveen ESG Large-Cap Value ETF position peaked at $1.14M in Q1 2025.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.